EL
ESTEE LAUDER COMPANIES INC
-1.41 (-1.47%)94.19USD606K成交股數34.4B市值188.4本益比(近四季)2.3股價營收比+4.6%營收年增(近四季)2026-11-02下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 7 · 11.8M · 3 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 11.8M |
| 近 180 天 淨額 | −11.8M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-14 | 09-15 | FRIBOURG PAUL J | Director | S 公開市場賣出 | 16.1K | 98.79 | 1.6M | 417K | SEC |
| 2026-09-14 | 09-15 | FRIBOURG PAUL J | Director | S 公開市場賣出 | 27.1K | 98.35 | 2.7M | 433K | SEC |
| 2026-09-14 | 09-15 | FRIBOURG PAUL J | Director | S 公開市場賣出 | 14.8K | 97.17 | 1.4M | 461K | SEC |
| 2026-09-11 | 09-15 | FRIBOURG PAUL J | Director | S 公開市場賣出 | 45.0K | 96.78 | 4.4M | 475K | SEC |
| 2026-09-09 | 09-10 | BARSHEFSKY CHARLENE | Director | M 選擇權執行 | 4.7K | 78.36 | 368K | 54.7K | SEC |
| 2026-09-09 | 09-10 | BARSHEFSKY CHARLENE | Director | S 公開市場賣出 | 3.8K | 98.82 | 373K | 51.0K | SEC |
| 2026-08-28 | 08-31 | La Lande Rashida | Exec VP & General Counsel | S 公開市場賣出 | 7.8K | 103.32 | 802K | 0 | SEC |
| 2026-08-27 | 08-31 | La Lande Rashida | Exec VP & General Counsel | M 選擇權執行 | 14.4K | – | – | 14.4K | SEC |
| 2026-08-27 | 08-31 | La Lande Rashida | Exec VP & General Counsel | F 繳稅扣股 | 6.6K | 106.06 | 699K | 7.8K | SEC |
| 2026-08-21 | 08-25 | La Lande Rashida | Exec VP & General Counsel | M 選擇權執行 | 5.6K | 92.87 | 517K | 5.6K | SEC |
| 2026-08-21 | 08-25 | La Lande Rashida | Exec VP & General Counsel | S 公開市場賣出 | 5.6K | 99.55 | 554K | 0 | SEC |
| 2026-08-21 | 08-24 | ZANNINO RICHARD F | Director | M 選擇權執行 | 4.7K | 78.36 | 368K | 16.9K | SEC |
| 2026-02-27 | 03-02 | Shrivastava Akhil | Exec VP & CFO | M 選擇權執行 | 5.3K | – | – | 10.0K | SEC |
| 2026-02-27 | 03-02 | de la Faverie Stephane | President and CEO | F 繳稅扣股 | 2.3K | 109.01 | 254K | 18.6K | SEC |
| 2026-02-27 | 03-02 | Shrivastava Akhil | Exec VP & CFO | F 繳稅扣股 | 1.9K | 109.01 | 208K | 8.1K | SEC |
| 2026-02-27 | 03-02 | de la Faverie Stephane | President and CEO | M 選擇權執行 | 5.8K | – | – | 21.0K | SEC |
| 2025-11-26 | 12-01 | LAUDER JANE | Director,TenPercentOwner | M 選擇權執行 | 17.8K | 89.47 | 1.6M | 76.6K | SEC |
| 2025-11-26 | 12-01 | LAUDER JANE | Director,TenPercentOwner | S 公開市場賣出 | 17.8K | 94.38 | 1.7M | 58.8K | SEC |
| 2025-11-26 | 12-01 | La Lande Rashida | Exec VP & General Counsel | S 公開市場賣出 | 1.6K | 94.45 | 151K | 0 | SEC |
| 2025-11-18 | 11-19 | Webster Meridith | Exec VP GlobalComm/PubAffairs | S 公開市場賣出 | 5.4K | 87.84 | 477K | 0 | SEC |
| 2025-11-11 | 11-12 | STERNLICHT BARRY S | Director | M 選擇權執行 | 4.0K | 84.35 | 335K | 38.8K | SEC |
| 2025-11-11 | 11-12 | STERNLICHT BARRY S | Director | S 公開市場賣出 | 4.0K | 91.83 | 365K | 34.8K | SEC |
| 2025-11-06 | 11-07 | Evelyn H. Lauder 2012 Marital Trust Two | TenPercentOwner | S 公開市場賣出 | 2.8M | 89.70 | 255M | 0 | SEC |
| 2025-11-06 | 11-07 | LAL 2015 ELF Trust | TenPercentOwner | S 公開市場賣出 | 5.7M | 89.70 | 509M | 0 | SEC |
| 2025-11-06 | 11-07 | Leonard A. Lauder 2013 Revocable Trust | TenPercentOwner | S 公開市場賣出 | 2.8M | 89.70 | 250M | 0 | SEC |
| 2025-11-04 | 11-06 | Evelyn H. Lauder 2012 Marital Trust Two | TenPercentOwner | C 轉換 | 2.8M | – | – | 2.8M | SEC |
| 2025-11-04 | 11-06 | Leonard A. Lauder 2013 Revocable Trust | TenPercentOwner | C 轉換 | 2.5M | – | – | 2.8M | SEC |
| 2025-11-04 | 11-06 | LAL 2015 ELF Trust | TenPercentOwner | C 轉換 | 5.7M | – | – | 5.7M | SEC |
| 2025-11-03 | 11-05 | La Lande Rashida | Exec VP & General Counsel | M 選擇權執行 | 3.6K | – | – | 3.6K | SEC |
| 2025-11-03 | 11-05 | Lauder William P | Director,TenPercentOwner | F 繳稅扣股 | 4.0K | 94.87 | 380K | 13.3K | SEC |
| 2025-11-03 | 11-05 | La Lande Rashida | Exec VP & General Counsel | F 繳稅扣股 | 2.0K | 94.87 | 188K | 1.6K | SEC |
| 2025-11-03 | 11-05 | Bowes Michael | Exec VP & CPO | F 繳稅扣股 | 597 | 94.87 | 57K | 1.8K | SEC |
| 2025-11-03 | 11-05 | Lauder William P | Director,TenPercentOwner | M 選擇權執行 | 7.2K | – | – | 17.3K | SEC |
| 2025-11-03 | 11-05 | Shrivastava Akhil | Exec VP & CFO | F 繳稅扣股 | 1.3K | 94.87 | 123K | 4.8K | SEC |
| 2025-11-03 | 11-05 | Shrivastava Akhil | Exec VP & CFO | M 選擇權執行 | 3.7K | – | – | 6.1K | SEC |
| 2025-11-03 | 11-05 | de la Faverie Stephane | President and CEO | M 選擇權執行 | 9.1K | – | – | 20.2K | SEC |
| 2025-11-03 | 11-05 | de la Faverie Stephane | President and CEO | F 繳稅扣股 | 5.0K | 94.87 | 476K | 15.2K | SEC |
| 2025-11-03 | 11-05 | Webster Meridith | Exec VP GlobalComm/PubAffairs | F 繳稅扣股 | 1.3K | 94.87 | 120K | 5.4K | SEC |
| 2025-11-03 | 11-05 | Canevari Roberto | Exec VP & CVCO | F 繳稅扣股 | 3.3K | 94.87 | 313K | 10.4K | SEC |
| 2025-11-03 | 11-05 | Webster Meridith | Exec VP GlobalComm/PubAffairs | M 選擇權執行 | 3.5K | – | – | 6.7K | SEC |
| 2025-11-03 | 11-05 | Canevari Roberto | Exec VP & CVCO | M 選擇權執行 | 6.9K | – | – | 13.7K | SEC |
| 2025-11-03 | 11-05 | Bowes Michael | Exec VP & CPO | M 選擇權執行 | 1.7K | – | – | 2.3K | SEC |
| 2025-11-03 | 11-05 | Hertzmark Hudis Jane | Exec VP & CBO | M 選擇權執行 | 11.0K | – | – | 33.5K | SEC |
| 2025-11-03 | 11-05 | Hertzmark Hudis Jane | Exec VP & CBO | F 繳稅扣股 | 6.1K | 94.87 | 577K | 27.4K | SEC |
| 2025-08-29 | 09-02 | FORESTER LYNN | Director | S 公開市場賣出 | 3.7K | 91.65 | 339K | 15.5K | SEC |
| 2025-08-29 | 09-02 | FORESTER LYNN | Director | M 選擇權執行 | 4.0K | 84.35 | 335K | 19.2K | SEC |
| 2025-08-28 | 08-28 | La Lande Rashida | Executive VP & General Counsel | S 公開市場賣出 | 6.4K | 91.88 | 590K | 0 | SEC |
| 2025-08-27 | 08-28 | La Lande Rashida | Executive VP & General Counsel | M 選擇權執行 | 14.4K | – | – | 14.4K | SEC |
| 2025-08-27 | 08-28 | La Lande Rashida | Executive VP & General Counsel | F 繳稅扣股 | 7.9K | 91.38 | 726K | 6.4K | SEC |
| 2025-08-25 | 08-26 | ZANNINO RICHARD F | Director | M 選擇權執行 | 4.0K | 84.35 | 335K | 12.2K | SEC |
| 2025-08-22 | 08-25 | BARSHEFSKY CHARLENE | Director | S 公開市場賣出 | 3.7K | 91.07 | 339K | 50.0K | SEC |
| 2025-08-22 | 08-25 | BARSHEFSKY CHARLENE | Director | M 選擇權執行 | 4.0K | 84.35 | 335K | 53.8K | SEC |
| 2025-08-21 | 08-25 | LAUDER JANE | Director,TenPercentOwner | M 選擇權執行 | 15.7K | 77.35 | 1.2M | 74.5K | SEC |
| 2025-08-21 | 08-25 | LAUDER JANE | Director,TenPercentOwner | S 公開市場賣出 | 15.7K | 88.23 | 1.4M | 58.8K | SEC |
| 2025-02-07 | 02-10 | FRIBOURG PAUL J | Director | P 公開市場買進 | 600 | 65.47 | 39K | 520K | SEC |
| 2025-02-07 | 02-10 | FRIBOURG PAUL J | Director | P 公開市場買進 | 44.9K | 64.99 | 2.9M | 520K | SEC |
| 2025-02-06 | 02-07 | FRIBOURG PAUL J | Director | P 公開市場買進 | 21.7K | 65.67 | 1.4M | 471K | SEC |
| 2025-02-06 | 02-07 | FRIBOURG PAUL J | Director | P 公開市場買進 | 18.6K | 64.57 | 1.2M | 449K | SEC |
| 2025-02-06 | 02-07 | FRIBOURG PAUL J | Director | P 公開市場買進 | 3.7K | 66.34 | 245K | 475K | SEC |
| 2025-02-05 | 02-07 | FRIBOURG PAUL J | Director | P 公開市場買進 | 1.5K | 68.80 | 103K | 431K | SEC |
| 2025-02-05 | 02-07 | FRIBOURG PAUL J | Director | P 公開市場買進 | 9.4K | 67.81 | 637K | 429K | SEC |
| 2025-02-05 | 02-07 | FRIBOURG PAUL J | Director | P 公開市場買進 | 6.4K | 66.50 | 426K | 420K | SEC |
| 2025-02-05 | 02-07 | FRIBOURG PAUL J | Director | P 公開市場買進 | 25.7K | 65.63 | 1.7M | 414K | SEC |
| 2025-02-05 | 02-07 | Shrivastava Akhil | EVP & CFO | P 公開市場買進 | 700 | 65.79 | 46K | 2.4K | SEC |
| 2024-11-19 | 11-20 | FRIBOURG PAUL J | Director | P 公開市場買進 | 57.5K | 64.35 | 3.7M | 367K | SEC |
| 2024-11-19 | 11-20 | FRIBOURG PAUL J | Director | P 公開市場買進 | 20.3K | 64.83 | 1.3M | 388K | SEC |
| 2024-11-18 | 11-19 | FRIBOURG PAUL J | Director | P 公開市場買進 | 15.6K | 65.57 | 1.0M | 310K | SEC |
| 2024-11-18 | 11-19 | FRIBOURG PAUL J | Director | P 公開市場買進 | 59.9K | 64.76 | 3.9M | 294K | SEC |
| 2024-11-15 | 11-19 | FRIBOURG PAUL J | Director | P 公開市場買進 | 1.3K | 64.56 | 84K | 235K | SEC |
| 2024-11-15 | 11-19 | FRIBOURG PAUL J | Director | P 公開市場買進 | 76.2K | 64.00 | 4.9M | 233K | SEC |
| 2024-11-14 | 11-15 | Shrivastava Akhil | EVP & CFO | P 公開市場買進 | 1.0K | 65.00 | 65K | 1.7K | SEC |
| 2024-11-14 | 11-15 | FRIBOURG PAUL J | Director | P 公開市場買進 | 58.8K | 64.49 | 3.8M | 138K | SEC |
| 2024-11-14 | 11-15 | FRIBOURG PAUL J | Director | P 公開市場買進 | 19.2K | 64.99 | 1.2M | 157K | SEC |
| 2024-11-13 | 11-15 | FRIBOURG PAUL J | Director | P 公開市場買進 | 27.3K | 63.71 | 1.7M | 79.0K | SEC |
| 2024-11-13 | 11-15 | FRIBOURG PAUL J | Director | P 公開市場買進 | 51.7K | 63.18 | 3.3M | 51.7K | SEC |
| 2024-11-01 | 11-05 | LAUDER JANE | Executive Vice President & CDO | M 選擇權執行 | 3.1K | – | – | 60.5K | SEC |
| 2024-11-01 | 11-05 | Lauder William P | Executive Chairman | F 繳稅扣股 | 2.5K | 67.76 | 172K | 10.1K | SEC |
| 2024-11-01 | 11-05 | Lauder William P | Executive Chairman | M 選擇權執行 | 4.6K | – | – | 12.6K | SEC |
| 2024-11-01 | 11-05 | Canevari Roberto | Executive Vice President | F 繳稅扣股 | 2.4K | 67.76 | 162K | 6.8K | SEC |
| 2024-11-01 | 11-05 | Canevari Roberto | Executive Vice President | M 選擇權執行 | 4.4K | – | – | 9.2K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 21.2M | 1.7B | 新進 | 新進 |
| BlackRock, Inc. | 20.8M | 1.6B | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 16.2M | 1.3B | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12.4M | 978M | 新進 | 新進 |
| STATE STREET CORP | 11.5M | 911M | 新進 | 新進 |
| FMR LLC | 10.6M | 840M | 新進 | 新進 |
| EAGLE CAPITAL MANAGEMENT LLC | 9.0M | 711M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 6.7M | 524M | 新進 | 新進 |
| Invesco Ltd. | 5.9M | 463M | 新進 | 新進 |
| Bank of New York Mellon Corp | 5.8M | 459M | 新進 | 新進 |
| Independent Franchise Partners LLP | 4.9M | 390M | 新進 | 新進 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 3.7M | 294M | 新進 | 新進 |
| MORGAN STANLEY | 3.5M | 279M | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 3.5M | 278M | 新進 | 新進 |
| Capital World Investors | 3.2M | 254M | 新進 | 新進 |
| Amundi | 3.0M | 235M | 新進 | 新進 |
| 挪威主權基金 NORGES BANK | 2.9M | 231M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 2.9M | 230M | 新進 | 新進 |
| FRANKLIN RESOURCES INC | 2.7M | 210M | 新進 | 新進 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.5M | 199M | 新進 | 新進 |
| NORTHERN TRUST CORP | 2.4M | 190M | 新進 | 新進 |
| UBS Group AG | 2.0M | 158M | 新進 | 新進 |
| Legal & General Group Plc | 1.8M | 145M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.7M | 136M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 130M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 829 -7 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 829 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 230M · 63.0% |
| 合計季末市值 | 17.6B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 7.0M |
|---|---|
| 與上期比 | -8.6% |
| 佔流通股數 | 1.91% |
| 日均成交量 | 4.9M |
| 回補天數 | 1.4 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 7.0M | -8.6% | 1.91% | 4.9M | 1.4 |
| 2026-08-14 | 7.6M | -4.5% | 2.09% | 2.4M | 3.2 |
| 2026-07-31 | 8.0M | -0.3% | 2.18% | 2.1M | 3.7 |
| 2026-07-15 | 8.0M | +0.8% | 2.19% | 2.5M | 3.2 |
| 2026-06-30 | 7.9M | +3.4% | 2.17% | 3.9M | 2.0 |
| 2026-06-15 | 7.7M | +0.9% | 2.10% | 3.8M | 2.0 |
| 2026-05-29 | 7.6M | +4.6% | 2.08% | 4.2M | 1.8 |
| 2026-05-15 | 7.3M | -5.8% | 1.99% | 3.6M | 2.0 |
| 2026-04-30 | 7.7M | -6.6% | 2.11% | 3.4M | 2.3 |
| 2026-04-15 | 8.3M | +1.0% | 2.26% | 4.9M | 1.7 |
| 2026-03-31 | 8.2M | -10.0% | 2.24% | 6.3M | 1.3 |
| 2026-03-13 | 9.1M | -23.0% | 2.49% | 4.5M | 2.0 |
| 2026-02-27 | 11.8M | +43.1% | 3.23% | 3.7M | 3.2 |
| 2026-02-13 | 8.2M | -4.1% | 2.26% | 6.3M | 1.3 |
| 2026-01-30 | 8.6M | -9.6% | 2.35% | 3.1M | 2.8 |
| 2026-01-15 | 9.5M | -3.0% | 2.61% | 3.7M | 2.6 |
| 2025-12-31 | 9.8M | +8.9% | 2.69% | 3.0M | 3.3 |
| 2025-12-15 | 9.0M | -0.0% | 2.47% | 3.8M | 2.4 |
| 2025-11-28 | 9.0M | +1.3% | 2.47% | 2.9M | 3.1 |
| 2025-11-14 | 8.9M | +24.7% | 2.44% | 4.4M | 2.0 |
| 2025-10-31 | 7.1M | -26.1% | 1.95% | 3.8M | 1.9 |
| 2025-10-15 | 9.6M | +5.7% | 2.64% | 3.1M | 3.1 |
| 2025-09-30 | 9.1M | -27.2% | 2.50% | 3.0M | 3.0 |
| 2025-09-15 | 12.5M | +12.8% | 3.44% | 3.1M | 4.0 |
| 2025-08-29 | 11.1M | -17.4% | 3.05% | 5.1M | 2.2 |
| 2025-08-15 | 13.5M | +3.0% | 3.69% | 3.1M | 4.4 |